Raymond James, Water Street
The Water Street branch was launched in 2020 in the heart of Liverpool’s business district. Based in Old Hall Street, we aim to provide both private and professional clients with a personal service tailored to your financial goals.
We can provide a bespoke portfolio that meets your personal investment goals and is unique to you.
Our goal is to make our clients the centre of everything we do. With the support and resources of an international wealth management company behind us, we are able to spend time with our clients and help them achieve their long-term wealth goals.
About Raymond James
Raymond James Investment Services Limited has been offering trusted advice and personalised wealth management solutions in the UK since 2001. Our parent company, Raymond James Financial, Inc. has been doing the same in the US for over six decades. With more than 300 wealth managers, we now have over 50,000 client accounts and look after more than £18.18 billion in client assets in the UK.
We provide tailored investment management and financial advice to individuals and their families. We also provide investment management services to charities. As part of the core Private Client Group of Raymond James Financial, Inc., we benefit from the size and scope of a well-established, profitable and diversified financial services firm. To find out more, go to the Raymond James UK website.
Our parent company
Founded in 1962 and a public company since 1983, Raymond James Financial Inc is a diversified financial services company, headquartered in Florida, USA.
Raymond James currently works with over 8,700 wealth managers located in the US, Canada and the UK. These wealth managers service accounts representing total assets of approximately $1.57tn.
On 30 September 2024 RJF announced 147 consecutive quarters of profitability. This milestone is a reflection of our parent company’s long-term vision and conservative business approach, as well as a testament to RJF’s strength and stability.
*Raymond James Investment Services and RJF stats as of 30 September 2024.